March 2021
Fund Research
JPMorgan Japanese

JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…

Fund Research
Hipgnosis Songs

With additional portfolio disclosures recently made, SONG looks set to benefit from tailwinds in the music industry…

Fund Research
JPMorgan American

JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…

Fund Research
UK Commercial Property REIT

UKCM has weathered the pandemic, and now has cash to invest for income growth…

Fund Research
RIT Capital Partners

RCP continues to deliver on its aims of long-term capital growth while preserving shareholders’ capital...

Fund Research
M&G Credit Income

MGCI offers a high yield with low asset value volatility, low duration and an investment grade rating…

Fund Research
JPMorgan Asia Growth & Income

JAGI offers a high dividend from a growth-oriented portfolio…

Fund Research
JPMorgan MidCap

Despite a strong long-term track record, JMF is currently on a wide discount…

Fund Research
Lindsell Train

LTI offers access to Nick Train’s asset management company, and it is trading on a historically low premium…

Fund Research
Syncona

Syncona is a unique vehicle offering exposure to high growth, although not without risks...

Fund Research
Invesco Perpetual UK Smaller Companies

IPU is back up the performance tables once again, thanks to the managers’ valuation led approach...

Fund Research
Ashoka India Equity

AIE is far and away the top-performing India trust since it launched in July 2018…

Fund Research
CC Japan Income & Growth

Offering the highest yield in the sector, CCJI focusses on quality Japanese companies capitalising on corporate reforms...

Fund Research
BlackRock Latin American

The managers of BRLA are highly bullish on their region’s prospects in a global recovery from the pandemic…

Fund Research
JPMorgan Japan Small Cap Growth & Income

JSGI offers the rare combination of small & mid-cap growth potential and a decent income…

Fund Research
Greencoat UK Wind

2020 has proved UKW’s resilience, which continues to target an inflation linked dividend…

Fund Research
Henderson EuroTrust

Active re-positioning around the COVID-19 recovery means HNE continues to widen its outperformance….

Fund Research
Temple Bar

TMPL’s new managers are bullish on the prospects for value…

Fund Research
Starwood European Real Estate Finance

SWEF offers a 6% yield and a discount that could close in a recovery…

Fund Research
European Opportunities

Down, but not out: JEO has a challenging period of performance in 2020 but we think the double-digit discount presents an opportunity...

Fund Research
BMO Managed Portfolio

Offering both Growth (BMPG) and Income (BMPI) share classes, BMO Managed Portfolio Trust allows shareholders to switch annually between share classes in a tax efficient manner...

Fund Research
JPMorgan US Smaller Companies

JUSC offers investors a portfolio of high-quality US small caps, and has a strong record of performance and alpha generation…

Fund Research
BMO UK High Income

BHI has undergone a shift towards a greater focus on capital growth, whilst also providing an attractive return by way of dividends/capital repayments...

Fund Research
ICG Enterprise

With momentum behind ICGT, we anticipate further NAV progress into the financial year end...

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